KnowledgeCenter/AmeriCommerce/Customer Management
How do I search for a customer?
Americart Support
posted this on September 05, 2012 18:26
AmeriCommerce allows for partial and phonetic matching in all search boxes.
Go to Customers > Customer Search.
Enter the text in the search box and click the Search button.
Acceptable information is:
- Name
- Phone Number
- Customer Number
- Email Address
From the list of customers you can click:
to view customer details.
to edit customer details.
to delete the customer entry.
You can also use the detailed Search Tab for a more specific search:
Comments
Some clarification is needed here. The customer search is missing a crucial ability: Search using FULL (First Last) name.
Example:
'Bob Smith' produces nil results.
Bob produces 250 results.
Smith produces 2000 results.